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Vinsa8
IP属地：湖北
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Vinsa8
Vinsa8
·
05-08 18:54
$特斯拉(TSLA)$
peek材料买的谁家的？
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Vinsa8
Vinsa8
·
05-07 22:45
$奇景光电(HIMX)$
这玩意做啥的
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Vinsa8
Vinsa8
·
05-07 21:16
对标金信诺
奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%
奇景光电公布自结 2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。消息公布后，股价盘前大涨29%。
奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%
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Vinsa8
Vinsa8
·
04-28
$NQ100指数主连 2606(NQmain)$
A股明天又要尿
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Vinsa8
Vinsa8
·
04-25
$NQ100指数主连 2606(NQmain)$
慢牛啊，慢牛，防止大起大落
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Vinsa8
Vinsa8
·
04-24
$德州仪器(TXN)$
对标A股的全志科技
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Vinsa8
Vinsa8
·
04-24
$安森美半导体(ON)$
对标国内的全志科技吧
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Vinsa8
Vinsa8
·
04-24
$A50指数主连 2604(CNmain)$
全志科技MCU业绩炸裂
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Vinsa8
Vinsa8
·
04-24
$Lumentum Holdings Inc.(LITE)$
国内现在MCU厂家业绩增速相当猛，比如全志科技，CPO炒完就开始炒德州仪器和全志科技了
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Vinsa8
Vinsa8
·
04-23
对对对，全世界都是你的
特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出
美国总统特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出。在伊朗达成协议之前，该海峡将被“严密封锁”。伊朗在确定领导人方面面临很大困难。他们根本无法形成共识，内部斗争正在“强硬派”与“温和派”之间展开。
特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出
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这玩意做啥的","text":"$奇景光电(HIMX)$ 这玩意做啥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561698574705456","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561676243338280,"gmtCreate":1778159766661,"gmtModify":1778162446776,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"对标金信诺","listText":"对标金信诺","text":"对标金信诺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561676243338280","repostId":"1124336591","repostType":2,"repost":{"id":"1124336591","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778151199,"share":"https://www.laohu8.com/m/news/1124336591?lang=zh_CN&edition=full","pubTime":"2026-05-07 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年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少</p></li></ul><p>奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 将持续成长。</p><p>奇景对未来几年车用业务发展前景持续乐观，主要来自领先技术的产品组合、广泛且多元的客户基础、DDIC 与 TDDI 设计导入项目稳健成长，以及显著领先同业的竞争优势。</p><p>尽管车用市场仍面临逆风，奇景车用 Tcon 业务继续维持强劲成长动能，特别是在具分区调光功能的 Tcon 解决方案，凭借广泛且多元客户基础，以及至今累积数百设计项目，为车用 Tcon 业务未来持续成长奠定良好基础。</p><p>奇景预期，未来几年来自 AI 与 AR 眼镜相关应用营收将呈现显著成长。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n奇景光电第一季每ADS盈余优于预期，预计第二季营收较上季增长 10.0%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-07 18:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>奇景光电公布2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。</p><p>消息公布后，股价盘前大涨29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27fd74c68b3c4d9ce30d6bb3f11d4c32\" title=\"\" tg-width=\"529\" tg-height=\"154\"/></p><p>以下为关键财务数据：</p><ul style=\"\"><li><p>2026年第一季营收 1亿 9,900万美元，较上季减少 2.0%，位于原先财测预估之季减 2.0%至 6.0%区间的上缘</p></li><li><p>2026 年第一季毛利率 30.4%，位于原先预估持平至小跌区间上缘</p></li><li><p>2026 年第一季税后净利为 800 万美元，每 ADS 盈余 4.6 美分（约新台币 1.5元），超出原先财测预估之盈余 2.0 至 4.0 美分</p></li></ul><ul style=\"\"><li><p>2026 年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少</p></li></ul><p>奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 将持续成长。</p><p>奇景对未来几年车用业务发展前景持续乐观，主要来自领先技术的产品组合、广泛且多元的客户基础、DDIC 与 TDDI 设计导入项目稳健成长，以及显著领先同业的竞争优势。</p><p>尽管车用市场仍面临逆风，奇景车用 Tcon 业务继续维持强劲成长动能，特别是在具分区调光功能的 Tcon 解决方案，凭借广泛且多元客户基础，以及至今累积数百设计项目，为车用 Tcon 业务未来持续成长奠定良好基础。</p><p>奇景预期，未来几年来自 AI 与 AR 眼镜相关应用营收将呈现显著成长。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f33bbf70be23d4722cfe924900392e53","relate_stocks":{"HIMX":"奇景光电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124336591","content_text":"奇景光电公布2026 年第一季合并财务报表及第二季展望。奇景光电2026 年第一季：每 ADS 盈余优于财测预估，营收与毛利率皆位于财测预估上端；2026 年第二季财测预估：营收较上季增长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6 至 10.3 美分。消息公布后，股价盘前大涨29%。以下为关键财务数据：2026年第一季营收 1亿 9,900万美元，较上季减少 2.0%，位于原先财测预估之季减 2.0%至 6.0%区间的上缘2026 年第一季毛利率 30.4%，位于原先预估持平至小跌区间上缘2026 年第一季税后净利为 800 万美元，每 ADS 盈余 4.6 美分（约新台币 1.5元），超出原先财测预估之盈余 2.0 至 4.0 美分2026 年第二季财测预估，营收较上季成长 10.0%至 13.0%。毛利率大约 32%。每 ADS 盈余 8.6至 10.3 美分（约每 ADS 盈余新台币 2.7***至 3.3 元***），主要反映产品组合改善，高毛利的非驱动 IC 产品营收增加，以及低毛利产品营收减少奇景预期 2026 年接下来营运动能将持续向上，主要是下半年将有多项新车用项目进入量产，以及非驱动 IC 成长动能挹注，特别是 Tcon 与 WiseEye AI 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国内现在MCU厂家业绩增速相当猛，比如全志科技，CPO炒完就开始炒德州仪器和全志科技了","text":"$Lumentum Holdings Inc.(LITE)$ 国内现在MCU厂家业绩增速相当猛，比如全志科技，CPO炒完就开始炒德州仪器和全志科技了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556782316462440","isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556737022661184,"gmtCreate":1776950629313,"gmtModify":1776952112706,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"title":"","htmlText":"对对对，全世界都是你的","listText":"对对对，全世界都是你的","text":"对对对，全世界都是你的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556737022661184","repostId":"1174120751","repostType":2,"repost":{"id":"1174120751","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1776950361,"share":"https://www.laohu8.com/m/news/1174120751?lang=zh_CN&edition=full","pubTime":"2026-04-23 21:19","market":"us","language":"zh","title":"特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出","url":"https://stock-news.laohu8.com/highlight/detail?id=1174120751","media":"老虎资讯综合","summary":"美国总统特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出。在伊朗达成协议之前，该海峡将被“严密封锁”。伊朗在确定领导人方面面临很大困难。他们根本无法形成共识，内部斗争正在“强硬派”与“温和派”之间展开。","content":"<html><head></head><body><p>美国总统特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出。在伊朗达成协议之前，该海峡将被“严密封锁”。</p><p>伊朗在确定领导人方面面临很大困难。他们根本无法形成共识，内部斗争正在“强硬派”与“温和派”之间展开。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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21:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出。在伊朗达成协议之前，该海峡将被“严密封锁”。</p><p>伊朗在确定领导人方面面临很大困难。他们根本无法形成共识，内部斗争正在“强硬派”与“温和派”之间展开。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/492921a71a46ed6d9ca9d4d0824455f2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174120751","content_text":"美国总统特朗普：我们已完全控制霍尔木兹海峡，未经美国海军批准，任何船只都无法进出。在伊朗达成协议之前，该海峡将被“严密封锁”。伊朗在确定领导人方面面临很大困难。他们根本无法形成共识，内部斗争正在“强硬派”与“温和派”之间展开。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}